Close bank accounts. Notify Social Security. File insurance claims. EstateWrap organizes all 67 tasks into one calm checklist with pre-written letters — so you can focus on what matters.
Free to start · set up in 2 minutes · no credit card
Estate of Robert Miller
Executor: You · opened 12 days ago
Tasks organized
Letter templates
Hours saved
User rating
The problem
When someone passes, their family faces dozens of urgent administrative tasks they've never done before — all while grieving.
Most people miss deadlines, forget to notify agencies, or spend weeks figuring out what letters to send. The average estate takes 6–12 months to settle.
The solution
Complete coverage
From the first 24 hours to final estate closure, every task is organized by timeline and priority.
8 tasks
12 tasks
9 tasks
7 tasks
6 tasks
5 tasks
8 tasks
4 tasks
3 tasks
3 tasks
2 tasks
Save hours of work
Professional letters for banks, insurers, government agencies, and more — auto-filled with estate details, ready to customize and send.
Estate details pre-populated, customize before sending
One click to clipboard or your email client
Proper legal language, reviewed for accuracy
Testimonials
When my father passed, I had no idea where to start. EstateWrap gave me a clear path through the chaos. I finished in 6 weeks what my neighbor said took her 8 months.
Sarah M.
Estate Executor, Virginia
The letter templates alone saved me days of work. Instead of figuring out what to write to each bank and agency, I just filled in the details and sent them off.
Michael T.
Son & Executor, Texas
I recommend EstateWrap to every client. It keeps them organized between our meetings and ensures nothing gets missed. Worth every penny.
Jennifer K.
Estate Attorney, New York
Who it's for
Named in a will or appointed by court? Get a clear roadmap of every task, deadline, and letter you need.
Focus on healing while EstateWrap handles the organizational burden. Nothing falls through the cracks.
Attorneys, CPAs, and financial advisors use EstateWrap to keep clients on track between meetings.
Simple pricing
Estate settlement is a one-time event. Your tools should be too.
Straight answers about settling an estate — and how EstateWrap helps.
Get a legal pronouncement of death (call 911 if it happens at home without hospice), arrange care of the body with a funeral home, and notify close family. Then order certified death certificates and locate the will. EstateWrap walks you through all 67 steps in order.
Most estates take six months to a year. Simple estates can close in a few months; complex or contested ones can run two years or more. Delays usually come from probate, creditor-claim periods, taxes, and hard-to-value assets.
Often no. Small estates and clear wills can frequently be handled without an attorney using the right forms and checklists. A lawyer is worth it for large, contested, or complex estates. EstateWrap helps you know which tasks you can do yourself.
EstateWrap is free to start. A one-time payment of $44 unlocks every premium letter template for lifetime access — no subscription and no recurring fees.
No. EstateWrap is self-serve software that organizes estate-settlement tasks and provides document templates and plain-English guidance. It does not provide legal advice; for legal questions, consult a licensed attorney in your state.
A personalized checklist of the 67 estate-settlement tasks, pre-written letters for banks, agencies, and insurers, deadlines so nothing is missed, and step-by-step guidance — all in one calm place.